Family Office

Financial Advisor & Legal Strategist

Steven Beck, J.D., CFP®

[email protected]

Client Relationship Specialist

Dena Clifford

[email protected]

Client Experience & Engagement Manager

Kevin Costello

[email protected]

Business Development

Kelly Emerine

[email protected]

Financial Advisor

Shane Hall, CFP®, CAIA®

[email protected]

Tax & Business Advisor

Emily Herring, CPA

[email protected]

Manager - Client Accounts

Kelly Mangum

[email protected]

Financial Advisor

Erin O’Reilly, CFP®

[email protected]

Alternative Investment Advisor

Richie Phares, CAIA®

[email protected]

Investment Advisor

Will Spence, CFA

[email protected]

Senior Financial Advisor

Matt Watkins, J.D., LL.M, CPWA®

[email protected]